Tag Archives: Promote Opportunity as Project

How to Fix the “Invalid LocationID for Parent Entity null” Error in Salesforce

Integrations between Salesforce and Sage Intacct rely heavily on accurate and consistent Location data across Accounts, Orders, Opportunities, Quotes, and all related line items. When Salesforce sends records with incorrect or mismatched Location values, Sage Intacct may be unable to determine the correct LocationID and Parent Entity, causing the promotion process to fail. One of… Read More »

How to Promote Salesforce Opportunity as a Project in Sage Intacct Using GUMU™ Integration

In this blog, we’ll explore the Project Promotion feature in GUMU™ Salesforce – Sage Intacct Integration a smart way to bridge the gap between sales and project management. With this feature, users can effortlessly convert Salesforce Opportunities into fully configured Sage Intacct Projects with just a single click. This automation eliminates duplicate data entry, minimizes… Read More »